SBCL Q1 FY27 Guidance vs Delivery (SBCL Management Mirror)

Q1 FY27 Consolidated Revenue Reported at 18,220 Lakhs, Up 33.4% YoY; Full-Year FY27 Growth Guided at 20-30% Contingent on Customer Execution

In the Dec'25 Qtr concall, management initiated baseline FY27 growth guidance (excluding new assemblies) at 8% to 10% for the bimetal business and 13% to 19% for the shunt business. In the Mar'26 Qtr concall, management indicated a medium-term target of upwards of 20% and closer to 30% revenue growth over the next 5-year period starting FY27. In the Jun'26 Qtr concall, management formally guided overall FY27 revenue growth in the range of 20% to 30%, depending on customer execution. For FY27, the contacts business is expected to contribute between 30% and 35% of total revenue, and assemblies approximately 15% to 16%. In the Jun'26 Qtr Quarterly Financial Results, Q1 FY27 consolidated revenue was reported at 18,220 INR Lakh (+33.4% YoY), EBITDA at 4,321 INR Lakh (+35.2% YoY) with a 23.7% margin, and PAT at 3,301 INR Lakh (+44.9% YoY).